Darek Koleda
Investment adviser representative at Pine Valley Investments
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Pine Valley InvestmentsSep 2022 to now
- Avantax Advisory ServicesOct 2021 to now
- Avantax Insurance Agency, LLCOct 2021 to now
- Koleda Wealth Planners, LLCOct 2020 to now
- Koleda Tax LLC d/b/a Fanty, Koleda & AssociatesNov 2019 to now
- Lane Hipple - Wealth Management GroupSep 2017 to Oct 2019
- Mcqueen Ball & AssociatesAug 2016 to Jun 2017
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Pine Valley Investments
Legal name: Pine Valley Investments Limited Liability Company
$2.7BAssets managed
2,113Clients
33Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6623612
- Firm CRD
- 173995